GUARDIAN WEALTH ADVISORS, LLC / NC
Position in CGDV — Capital Group Dividend Value ETF
CIK 1901403
RALEIGH, NC
All Filings in CGDV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,152,369 | 1,281,501 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $53,408,502 | 1,255,489 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $54,666,038 | 1,252,659 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $49,834,718 | 1,185,694 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $42,370,637 | 1,072,946 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $36,108,737 | 1,013,152 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $33,928,688 | 962,243 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $33,770,223 | 926,735 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $29,527,113 | 894,761 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $25,546,170 | 786,036 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $20,353,834 | 682,099 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $17,564,644 | 663,568 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||